Aditya Birla Sun Life Special Opportunities Fund - Growth - Regular Plan

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  • 0.25 %Nav, as on 02-12-2022

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  • Net Change on 02-12-2022

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to provide long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy change and/or regulatory changes, companies going through temporary but unique challenges and other similar instances.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 500 - TRI 3.02 5.19 8.45 19.35 13.56 11.40

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 1.52 14.95 12.87 2.01 4,696.27
Tata Ethical Fund Regular Plan - Growth May 24, 1996 3.11 21.78 12.77 2.23 1,463.48
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 2.13 19.44 10.86 2.52 679.08
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Feb 03, 2015 3.01 15.83 7.06 2.50 673.34
HSBC Business Cycles Fund - Regular Growth Aug 20, 2014 9.56 17.50 7.93 2.51 566.86

Fund Holdings as on 31-October-2022

  • ICICI Bank Limited

  • Infosys Limited

  • Bharti Airtel Limited

  • HDFC Bank Limited

  • Phoenix Mills Limited

  • Tata Steel Limited

  • Kotak Mahindra Bank Limited

  • Bajaj Finance Limited

  • Sun Pharmaceutical Industries Limited

  • Bajaj Finserv Limited

  • Clearing Corporation of India Limited

  • Cummins India Limited

  • Tata Power Company Limited

  • State Bank of India

  • Cipla Limited

  • Crompton Greaves Consumer Electricals Limited

  • Apollo Hospitals Enterprise Limited

  • Bharat Forge Limited

  • Tata Consumer Products Limited

  • Atul Limited

  • Hindalco Industries Limited

  • Sun TV Network Limited

  • Aarti Industries Limited

  • Voltas Limited

  • Bajaj Electricals Limited

  • United Spirits Limited

  • Reliance Industries Limited

  • Fortis Healthcare Limited

  • United Breweries Limited

  • Axis Bank Limited

  • J.K. Lakshmi Cement Limited

  • PI Industries Litmited

  • Shree Cement Limited

  • ICICI Lombard General Insurance Company Limited

  • MphasiS Limited

  • Tata Motors Limited

  • AU Small Finance Bank Limited

  • Hero MotoCorp Limited

  • Birlasoft Limited

  • Grasim Industries Limited

  • AIA Engineering Limited

  • Zee Entertainment Enterprises Limited

  • Dr. Reddys Laboratories Limited

  • SBI Life Insurance Company Limited

  • Shriram Transport Finance Company Limited

  • UTI ASSET MANAGEMENT COMPANY Limited

  • Zomato Limited

  • FSN E-Commerce Ventures Limited

  • Sundram Fasteners Limited

  • Strides Pharma Science Limited

  • Exide Industries Limited

  • NMDC Limited

  • Solara Active Pharma Sciences Limited

  • One 97 Communications Limited

  • Bharti Airtel Limited

  • NMDC Steel Ltd

  • Aarti Pharmalabs Ltd

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Consumer Durables - Domestic Appliances

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Chemicals

  • Construction - Real Estate

  • Steel & Iron Products

  • Breweries & Distilleries

  • Finance - Investment

  • Cement & Construction Materials

  • TV Broadcasting & Software Production

  • Power Generation/Distribution

  • Diesel Engines

  • Bank - Public

  • Miscellaneous

  • Insurance

  • Forgings

  • e-Commerce

  • Tea/Coffee

  • Metal - Non Ferrous

  • Air Conditioners

  • Refineries

  • Pesticides & Agrochemicals

  • Automobile Two & Three Wheelers

  • Diversified

  • Engineering - Industrial Equipments

  • Finance - Asset Management

  • Fasteners

  • Batteries

  • Mining & Minerals

  • Unspecified

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Fund Manager

  • Cash

  • Equity

  • Rights

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About Aditya Birla Sun Life Special Opportunities Fund

Scheme Analysis

Aditya Birla Sun Life Special Opportunities Fund is a Equity - Thematic Fund - Other fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 23-Oct-2020 and currently has an AUM of ₹663.74 crore. Aditya Birla Sun Life Special Opportunities Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 500 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Special Opportunities Fund ended up ₹0.04(0.25%)yesterday to ₹16.05.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The Aditya Birla Sun Life Special Opportunities Fund is managed by Anil Shah and Chanchal Khandelwal.

Fund House Contact

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111